Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
4 days ago

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3700
    Birmingham Business Park
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +443303030237
    Web
    https://www.primis.co.uk

  • Complaints Contact

    3700
    Birmingham Business Park
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +441217671139

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • Equity Release Advice

    For Customer, Home reversion plans

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Equity Release Arranging

    For Customer, Home reversion plans

  • Arranges Investments

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Credit Brokering

  • Debt Advice

    Show 2 limitations
    • · This permission is limited to debt counselling with no debt management activity.
    • · Limited to debt counselling in connection with investment and mortgage advice.

  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts

  • Credit Score Services

    Show 1 limitation
    • · Limited to the provision of credit information services with no credit repair (as defined by 89A(3)(c) & (d) Regulated Activities Order).

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Michael John Nicholls

    IRN MJN01075

    • (3116)CF1 Director (AR) (26 Aug 2008 to 28 Oct 2012)
  • Michael John Perkins

    IRN MJP00031

    • (2161)CF2 Non Executive Director (AR) (5 Nov 2010 to 17 Dec 2012)
    • (2162)CF1 Director (AR) (12 Apr 2007 to 4 Nov 2010)
  • Michael John Roberts

    IRN MJR00046

    • (2108)CF1 Director (AR) (3 Jan 2008 to 3 May 2011)
  • Michael John Starkie

    IRN MJS01515

    • (1608)CF1 Director (AR) (6 May 2009 to 7 Sep 2010)
  • Michael John Wootton

    IRN MJW00045

    • (2910)CF30 Customer (1 Nov 2007 to 15 Jul 2009)
    • (2911)CF22 Investment Adviser (Trainee) (24 May 2006 to 31 Oct 2007)
    • (2912)CF1 Director (AR) (2 Nov 2004 to 15 Jul 2009)
  • Michael Jonathan Barton

    IRN MJB00018

    • (330)CF1 Director (AR) (10 Nov 2005 to 2 Jul 2007)
  • Michael Joseph Alston

    IRN MJA01132

    • (1293)CF1 Director (AR) (22 Oct 2007 to 10 Jun 2022)
  • Michael Justin Vaughan

    IRN MJV01031

    • (1712)CF4 Partner (AR) (27 Jan 2005 to 7 Aug 2007)
  • Michael Kenneth Keeling

    IRN MKK01005

    • (1229)CF1 Director (AR) (14 Jan 2005 to 21 Jul 2008)
  • Michael McLoughlin

    IRN MXM00315

    • (182)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (183)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

Updates to this firm's record on the FCA register.

  1. controlled function added: (1181)SMF10 Chair of the Risk Committee

  2. controlled function added: (1180)SMF11 Chair of the Audit Committee

  3. controlled function added: (1179)CF1 Director (AR)

  4. controlled function added: (1178)SMF4 Chief Risk

  5. controlled function added: (1177)SMF16 Compliance Oversight

  6. controlled function added: (1176)SMF17 Money Laundering Reporting Officer (MLRO)

  7. controlled function added: (1175)SMF24 Chief Operations

  8. controlled function added: (1174)SMF5 Head of Internal Audit

  9. controlled function added: (1173)CF1 Director (AR)

  10. controlled function added: (1172)Appointed representative dealing with clients for which they require qualification

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